BC

Burney Company Portfolio holdings

AUM $3.14B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.2M
3
+$11.7M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
IBM icon
IBM
IBM
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.68%
2 Healthcare 15.25%
3 Technology 13.05%
4 Consumer Discretionary 11.53%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.81M 0.97%
+90,922
27
$7.72M 0.96%
+67,410
28
$7.65M 0.95%
+159,364
29
$7.62M 0.95%
+222,155
30
$7.53M 0.94%
+218,029
31
$7.17M 0.89%
+230,935
32
$7.1M 0.89%
+65,480
33
$6.8M 0.85%
+393,768
34
$6.61M 0.83%
+80,308
35
$6.56M 0.82%
+133,543
36
$6.29M 0.78%
+265,766
37
$6.28M 0.78%
+95,029
38
$6.21M 0.77%
+267,990
39
$6.21M 0.77%
+249,924
40
$5.81M 0.73%
+238,617
41
$5.59M 0.7%
+65,146
42
$5.57M 0.7%
+194,390
43
$5.57M 0.69%
+47,031
44
$5.35M 0.67%
+109,550
45
$5.28M 0.66%
+157,951
46
$5.28M 0.66%
+121,233
47
$5.17M 0.65%
+54,236
48
$5.05M 0.63%
+241,760
49
$5.01M 0.63%
+230,018
50
$4.97M 0.62%
+75,787
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